Element Wealth, LLC - Q12026 Holdings

Element Wealth, LLC holds 206 stocks with a total portfolio value of $ 242.29M as of Q12026. In Q12026, Element Wealth, LLC added 20 new positions, increased stakes in 81 stocks, reduced 87 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (IVV), representing 8.33% of the total portfolio.